Key Private Bank Estate Planning Advisor

KeyCorp; Seattle (WA); On-site; USD 116,000 - 216,000; Full time

Job summary

KeyCorp is seeking an Estate Planning Advisor in Seattle to deliver comprehensive estate planning solutions for high-net-worth individuals and families. You will develop trust structures, optimize taxes, and coordinate with Key Private Bank teams to craft tailored plans that preserve legacies while minimizing tax exposure.

In this role you will work with attorneys, accountants, and financial advisors, staying updated on estate laws and fiduciary requirements.

Qualifications

• 10 years estate planning, wealth management, or tax advisory for high-net-worth clients (required).
• Bachelor’s degree in finance, accounting, law or related field (preferred).
• CFP/ChFC/JD or equivalent licenses are desirable.

Responsibilities

• Develop sophisticated estate plans for high-net-worth clients, including trusts and charitable giving.
• Provide tax-efficient wealth transfer solutions and fiduciary guidance.
• Advise on liquidity, probate avoidance, and succession planning for families.
• Review wills and trusts, identifying optimization opportunities and staying compliant.
• Collaborate with Key Private Bank, attorneys, accountants, and advisors to deliver holistic planning.

Skills

Trusts and estate taxation

Wealth planning

Relationships and communication

Collaboration with professionals

Education

Bachelor's degree in finance, accounting, law

Job description

Location: 1301 5th Avenue, Seattle Washington

Job Summary

The Estate Planning Advisor provides comprehensive estate planning solutions for high-net-worth individuals and families. This role requires deep expertise in trusts, tax optimization, asset protection, and wealth transfer strategies, ensuring clients preserve their legacies while minimizing tax exposure. The Advisor will work closely with legal experts, financial advisors, and the Key Private Bank teams to craft customized estate plans tailored to clients' financial goals.

Essential Functions

Serve as a trusted advisor, guiding clients through complex estate planning decisions. Develop sophisticated estate plans for high-net-worth clients, including trust structures, charitable giving strategies, and asset protection measures. Provide tax-efficient wealth transfer solutions to minimize estate, inheritance, and gift taxes. Advise clients on estate liquidity needs, probate avoidance, and succession planning for family businesses. Conduct comprehensive reviews of wills, trusts, and existing estate arrangements to identify optimization opportunities. Work closely with KPB Wealth Planners to create/deliver comprehensive wealth planning solutions. Collaborate with attorneys, accountants, financial advisors, and private bankers to deliver holistic financial solutions. Build and maintain long-term relationships with high-net-worth individuals and family offices. Ensure confidentiality and discretion when handling sensitive financial and estate matters. Stay updated on estate laws, tax regulations, and fiduciary requirements. Identify and mitigate legal and financial risks associated with estate structures. Conduct periodic estate reviews to adapt strategies to changing tax laws and client circumstances. Serve as an in-market SME on estate planning issues, which may include developing and delivering estate planning-focused training to KPB Relationship Managers, Market Leaders, and other key partners. Educate clients on advanced estate planning strategies through seminars, workshops, and consultations. Cultivate relationships with referral sources, including attorneys, financial professionals, and family offices. Partner with and support KPB regional and market leadership to promote advanced planning capabilities with COIs and internal collaboration partners. Monitor industry trends, legislative changes, and emerging estate planning opportunities. Contribute to the firm's growth and reputation as a leading provider of estate planning for high-net-worth clients. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education

Bachelor's Degree in finance, accounting, law, or a related field, or equivalent experience (preferred)

Work Experience

10 years estate planning, wealth management, or tax advisory for high-net-worth clients (required)

Licenses and Certifications

• Certified Financial Planner (CFP) (preferred)
• Licensed Attorney/JD (varies by state) (preferred)
• Chartered Financial Consultant (ChFC) (preferred)

Skills

• Strong knowledge of trusts, estate taxation, charitable giving, and multi-generational wealth planning.
• Exceptional analytical, communication, and relationship-building skills.
• Experience collaborating with attorneys, financial advisors, and tax professionals.
• Expertise in wealth preservation, asset protection, and family governance strategies.

Core Competencies

All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

Occasional travel to include overnight stay.

COMPENSATION AND BENEFITS

• This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually.
• Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.
• Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
• Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 11/01/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [e-mail].

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KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.